Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Important Questions to Ask Your Financial Advisor
Lawton Retirement Plan Consultants Aug. 6, 2019 "[1] Are you a fiduciary for the recommendations you make? .... [2] How are you paid? ... [3] What is your investment philosophy? ... [4] What professional credentials do you have? ... [5] What is your educational background? ... [6] How many years have you been an investment adviser? ... [7] What does your ideal client look like? ... [8] What happens to my business if you are gone? ... [9] Does the company you work for sell investment funds/products?" |
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